Westminster Ingleside Foundation

Nonprofit profile at a glance

EIN
541949766
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Rockville, MD, USA
Phone
3014072030
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities
Affiliation
Christianity

Official website

Reported finances

Revenue
$6,170,027
Expenses
$4,244,894
Assets
$34,222,211
Liabilities
$7,880,914

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • DOUGLAS MYERS (WIF PRESIDENT & CEO)
  • LYNN O'CONNOR (PRESIDENT/CEO)

Highest reported compensation

  • LYNN O'CONNOR (PRESIDENT/CEO): $674,664 total reported compensation
  • JAMES SPENCER (CFO & CHIEF GROWTH OFFICER): $614,084 total reported compensation
  • DOUGLAS MYERS (WIF PRESIDENT & CEO): $448,855 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the mission of the ingleside, westminster, and king farm retirement communities. Ingleside at Home began in 2013 as a way to support the residents of Westminster at Lake Ridge through home care services. The extension of home and community-based services to Northern Virginia and suburban Maryland grew out of our mission to share our expertise in senior care with the greater community. In 2024, Ingleside partnered with Interim Healthcare to create and manage an even better, more widely available set of home care services. When you engage a caregiver from Ingleside at Home by Interim, you can be sure that you are receiving the highest-quality services, based on experience, ongoing training, and commitment to the well-being of each client. Have questions about our home care.

What it reported doing in 2024

Westminster/ingleside/king farm resident supporting fund program: since the opening of the presbyterian home of the district of columbia in 1906, now named ingleside presbyterian retirement community, inc. (ingleside at rock creek), and its sister communities, westminster presbyterian retirement community, inc. (westminster at lake ridge) and king farm presbyterian retirement community, inc. (ingleside at king farm), no resident has ever been asked to leave due to lack of financial resources. The westminster ingleside presbyterian foundation (wif) continues this essential tradition by raising charitable funds for resident supporting funds (rsf). Through the rsf, confidential subsidies to residents in independent, memory supported assisted living, and assisted living, who through no fault of their own, find themselves no longer able to afford their monthly financial obligations, are able to stay in the comfortable and familiar place they call home. In 2024, wif granted $638,879 to residents to pay for housing, meals and care. Over the past 5 years, wif has provided $1,391,351 of assistance to residents in need.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 71
  • Accountability: 87
  • Sustainability: 79
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.9%; rating input score 70
  • Program expense ratio: 85.8%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 93.3%; rating input score 93; 24th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 31.2%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 8.06; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: 0.23; rating input score 41; 41st percentile among comparable filings
  • Officer compensation ratio: 3%; rating input score 68; 68th percentile among comparable filings

Growth

  • Program expense growth: 22.1% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: 11% per year; rating input score 100; 72nd percentile among comparable filings
  • Asset growth: 17.4% per year; rating input score 100; 79th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 2 operating locations identified
  • Where the money goes: 69.9% of revenue deployed · 85.8% of spending went to programs
  • Governance: 14 of 15 board members independent · 7 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $3.6M in reported program spending
  • Leadership: top reported pay $675K · 20 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 41/100.